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UnitedHealth

3,150 hedge funds and large institutions have $241B invested in UnitedHealth in 2025 Q2 according to their latest regulatory filings, with 277 funds opening new positions, 1,279 increasing their positions, 1,422 reducing their positions, and 652 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

42% less capital invested

Capital invested by funds: $418B → $241B (-$177B)

58% less first-time investments, than exits

New positions opened: 277 | Existing positions closed: 652

67% less funds holding in top 10

Funds holding in top 10: 22473 (-151)

Holders
3,150
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
73
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.3B
Puts
$12.1B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BP
2351
BCK Partners
New York
$401K
WT
2352
Washington Trust
Rhode Island
$401K
LA
2353
Latitude Advisors
Florida
$400K
BF
2354
Brucke Financial
Indiana
$399K
SWGC
2355
Summit Wealth Group (Colorado)
Colorado
$399K
DI
2356
DDFG Inc
California
$399K
TCPW
2357
Twin City Private Wealth
North Carolina
$398K
PWM
2358
Penobscot Wealth Management
Maine
$396K
COCM
2359
Charter Oak Capital Management
New Hampshire
$396K
JSL
2360
JT Stratford LLC
Georgia
$396K
MIFH
2361
Migdal Insurance & Financial Holdings
Israel
$394K
CGA
2362
Crescent Grove Advisors
Illinois
$394K
HWMO
2363
Heritage Wealth Management (Ohio)
Ohio
$394K
AIA
2364
AssuredPartners Investment Advisors
Florida
$392K
MSWM
2365
McGlone Suttner Wealth Management
Wisconsin
$391K
AFM
2366
Aspetuck Financial Management
Connecticut
$391K
BTWM
2367
Baker Tilly Wealth Management
Wisconsin
$390K
SIA
2368
Strategic Investment Advisors
Michigan
$390K
SC
2369
Summa Corp
Texas
$390K
NCM
2370
Next Capital Management
New York
$389K
ACM
2371
Arcataur Capital Management
Wisconsin
$388K
AWM
2372
Activest Wealth Management
Florida
$388K
RCM
2373
Raleigh Capital Management
North Carolina
$387K
OP
2374
ORG Partners
Indiana
$387K
AA
2375
Aire Advisors
California
$385K